iShares S&P 1500 Index Fund shares owned by Soundwatch Capital
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Soundwatch Capital
from 13F filings
Historical chart of Soundwatch Capital investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Soundwatch Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Soundwatch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $830k | 6.6k | 125.62 |
| 2024-06-30 | $227k | 1.9k | 118.78 |
| 2024-03-31 | $760k | 6.6k | 115.02 |
| 2023-12-31 | $531k | 5.0k | 105.43 |
| 2023-09-30 | $622k | 6.6k | 94.19 |
| 2023-06-30 | $646k | 6.6k | 97.84 |
| 2023-03-31 | $453k | 5.0k | 90.55 |
| 2022-12-31 | $262k | 3.1k | 84.80 |
| 2022-09-30 | $522k | 6.6k | 79.61 |
| 2022-06-30 | $336k | 4.0k | 83.83 |
| 2022-03-31 | $662k | 6.6k | 100.96 |
| 2021-12-31 | $906k | 8.5k | 107.00 |
| 2021-09-30 | $833k | 8.5k | 98.38 |
| 2021-06-30 | $305k | 3.1k | 98.71 |
| 2021-03-31 | $466k | 5.1k | 91.55 |
| 2020-12-31 | $439k | 5.1k | 86.25 |
| 2020-09-30 | $383 | 5.1k | 0.08 |
| 2020-06-30 | $353k | 5.1k | 69.35 |